Lead Finance Analyst- CIB Markets

Posted 2 Days Ago
Be an Early Applicant
New York, NY, USA
Hybrid
143K-224K Annually
Senior level
Fintech • Financial Services
Wells Fargo: Tech-powered. Innovation-led. We're transforming financial services.
The Role
Support the Equities CFO with in-depth financial reporting, forecasting, and analysis across revenue, balance sheet, capital, headcount, and expenses; prepare operating reviews, business case financials, and ad-hoc analyses; engage leaders and drive process improvements to inform strategy.
Summary Generated by Built In
Wells Fargo is seeking a Lead Finance Analyst within the Corporate and Investment Markets Chief Finance Officer (CIB Markets CFO) team. The Markets CFO team provides strategic advisory, supported by data and analysis, to the Markets Division Leadership that will drive growth, create efficiency, and define strategy. More specifically, this Lead Analyst will provide support to the Equities business in the Markets division reporting to the Equities CFO.
In this role, you will:
  • Perform in-depth financial reporting/analysis
  • Ensure proper financials preparation for operating reviews/reports, financial ownership in business cases and ad-hoc analyses
  • Participate in functions related to financial forecasting, financial research and reporting
  • Engage directly with leaders across all aspects of the business including but not limited to revenue, balance sheet, capital, headcount and expenses
  • Demonstrate intellectual curiosity with appropriate skepticism to review/ challenge/enhance/transform current processes that can benefit from improvements; take ownership to push things forward and make progress
    Required Qualifications:
    • 5+ years of Finance experience or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
    Desired Qualifications:
    • Strong analytical skills including financial metrics analysis
    • Visual/verbal data trend presentation preparation for management reporting
    • Knowledge/understanding of report analysis: emphasis on accuracy and telling a story with supporting details
    • Ability to exercise independent judgment and work within a team to identify and resolve problems
    • Knowledge of Wells Fargo's balance sheet/product offerings
    • Experience with forecasting tools Essbase/Dodeca
    • Experience with disciplines such as accounting, group controllers, corporate treasury, regulatory capital, financial planning and analysis and/or product control
    • Advanced Microsoft Office (Word, Excel, Outlook and PowerPoint) skills
    • Knowledge of PowerBI, Tableau, Alteryx, AI tools
    Pay Range
    Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to demonstrated examples of prior performance, skills, experience, or work location. Employees may also be eligible for incentive opportunities.
    $143,000.00 - $224,000.00
    Benefits
    Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees.
    • Health benefits
    • 401(k) Plan
    • Paid time off
    • Disability benefits
    • Life insurance, critical illness insurance, and accident insurance
    • Parental leave
    • Critical caregiving leave
    • Discounts and savings
    • Commuter benefits
    • Tuition reimbursement
    • Scholarships for dependent children
    • Adoption reimbursement
    Posting End Date:
    9 Jul 2026
    * Job posting may come down early due to volume of applicants.
    We Value Equal Opportunity
    Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
    Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
    Applicants with Disabilities
    To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo .
    Drug and Alcohol Policy
    Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
    Wells Fargo Recruitment and Hiring Requirements:
    a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
    b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

    Skills Required

    • 5+ years of Finance experience or equivalent (work experience, training, military experience, education)
    • Strong analytical skills including financial metrics analysis
    • Visual/verbal data trend presentation preparation for management reporting
    • Knowledge/understanding of report analysis with emphasis on accuracy and storytelling
    • Ability to exercise independent judgment and work within a team to identify and resolve problems
    • Knowledge of Wells Fargo's balance sheet and product offerings
    • Experience with forecasting tools Essbase and Dodeca
    • Experience with accounting, group controllers, corporate treasury, regulatory capital, FP&A and/or product control
    • Advanced Microsoft Office (Word, Excel, Outlook, PowerPoint) skills
    • Knowledge of PowerBI, Tableau, Alteryx, AI tools

    Wells Fargo Compensation & Benefits Highlights

    • Healthcare Strength Health coverage begins on day 1 with medical, dental, and vision, and includes mental health, prescription drugs, and preventive care often covered at 100% in-network. Well-being resources such as 24-hour clinical support and an Employee Assistance Program add to the breadth.
    • Parental & Family Support Paid parental leave provides up to 16 weeks for a primary caregiver (4 weeks for non-primary) alongside fertility benefits and up to a $35,000 lifetime reimbursement for adoption, surrogacy, and donor expenses. Backup child and adult care further supports family needs.
    • Retirement Support Retirement benefits feature a 401(k) with company matching contributions up to 6% of eligible pay. An employee stock purchase plan adds another avenue for long-term savings.

    Wells Fargo Insights

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    The Company
    HQ: San Francisco, CA
    205,000 Employees
    Year Founded: 1852

    What We Do

    Wells Fargo & Company (NYSE: WFC) is a leading financial services company that has approximately $2.2 trillion in assets. We provide a diversified set of banking, investment and mortgage products and services, as well as consumer and commercial finance, through our four reportable operating segments: Consumer Banking and Lending, Commercial Banking, Corporate and Investment Banking, and Wealth & Investment Management. Wells Fargo ranked No. 33 on Fortune’s 2025 rankings of America’s largest corporations. Our technology professionals drive innovation, information security, and big data analytics while maintaining a network that handles more than 12 billion customer interactions a year. Join us! Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader – we’re a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job – it’s about finding all of the elements to help you thrive, in one place. Living the Well Life means you’re supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You’ll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we’re recognized for it — Wells Fargo continues to rank on the LinkedIn Top Companies lists of best workplaces “to grow your career.” All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. © 2026 Wells Fargo Bank, N.A. All rights reserved. Member FDIC.

    Why Work With Us

    We're known for our “Well Life” approach to supporting employees’ career aspirations, work-life balance, and mental and physical health. Wells Fargo continues to rank on the LinkedIn Top Companies lists of best workplaces “to grow your career.”

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